#
Step 1: Creating Agents
An Automation Agent is designed to perform specific automated tasks or workflows without human intervention. It acts on behalf of users or systems to execute predefined actions, often integrating with various applications, APIs, or services to streamline processes, improve efficiency, and reduce manual effort.
As mentioned in the Workflow use case, two agents (Document Classification Agent and Invoice Extraction Agent) have been created using the below steps.
For example, the below steps are followed to create Document Classification Agent:
#
Steps to create an Automation Agent
- Click Build+ to create a new agent
- Provide the agent name ex: Your Name_Doc_Classify
- Provide the description
- Select interaction type as ‘Automation’
- Set the visibility to Private
- Click Create to create the agentOnce the creation page appears, select the agent type as Default
- Select the language model
Provide the below perspective:
Perspective:
Check the invoice number and invoice date on the document . If it's available, classify the document as 'Invoice' otherwise classify it as 'Others'. Just provide final output as 'Invoice' or 'Others'. I do not need any details.- Click Add Input and provide the below parameters:Name: DocumentType: FileDescription: Incoming Documents
- In Output parameter, add below data:Name: document_typeType: Text InvoiceDescription: Document
- Test the Agent. Here the invoice files are uploaded containing details like item, quantity, etc. are uploaded and tested
- Click Publish
- Review the details again and publish the agent. The agent status is changed to Published once done